Overview
- Adeia on March 9 signed a multi-year semiconductor IP license with AMD that settles all outstanding legal disputes and sets the stage for potential collaboration.
- AMD says Meta will begin deploying up to 6 gigawatts of Instinct GPUs in the second half of 2026, featuring custom MI450 accelerators and Helios rack-scale systems built through the Open Compute Project.
- Hedge-fund ownership rose to 132 holders at the end of December from 115 in the prior quarter, while ARK reduced its AMD position by 16% to $551.4 million.
- Management is targeting roughly 35% revenue CAGR for the decade and expects first‑quarter revenue to grow about 32% year over year.
- Recent coverage also cites reported AI engagements with OpenAI and Oracle and underscores AMD’s H2 2026 product milestones for MI450 and Helios.